Event Speakers
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Todd Gallant, ACPF
Todd Gallant, ACPF
Crocs

Vice President of Global Planning
Todd has extensive experience in coordinating demand planning processes and S&OP. He was involved in Finance, Customer Service, Supply Chain, and Sales Planning. He is an Advanced Certified Professional Forecaster (ACPF) and holds a BS degree from Boston College and an MBA from University of New Hampshire with a focus in Supply Chain Management and Marketing. Todd is also a member of the Institute of Business Forecasting & Planning (IBF) Board of Advisors, and has served as a keynote speaker & panelist for IBF Executive Forums and conferences. Todd has also published in the IBF's Journal of Business Forecasting.
Deepak Jose
Deepak Jose
Mars Inc.

Global Director, Demand Analytics
Deepak Jose is a digital transformation and commercial strategy professional and is currently the Head of Business Strategy and Advanced Analytics at Mars. He leads analytics transformation programs for Pet Care, Mars Wrigley, Food, and Multi Sales segments to drive profitable growth for Mars and its customers. He leads a global team of data scientists and business translators driving digital transformations. Prior to Mars, Deepak worked for Coca-Cola, ABB, and Mu Sigma. He holds an MBA from George Washington University School of Business and a degree in Mechanical Engineering from NIT in Calicut, India. He is also an Executive Data Council member at BCI Summit-based out of New York, and co-author of the international bestselling book, Leading through Pandemic - Unconventional Wisdom from Heartfelt Leaders.
Lori Anter, CPF
Lori Anter, CPF
Cardinal Health

Director, Demand Planning
Lori joined Cardinal Health in 2017 and has 20 years’ experience in Demand Planning and S&OP. In her current role as Director of Demand Planning, she oversees the Americas Demand Planning Department and Global consolidation of forecasts, develops new processes and drives change. Lori created a team of Demand Planners, developed the Demand Planning process and templates, and led the implementation of IBP during and through the completion of a Transition Service Agreement. Lori Anter is an active member of the New England IBF Chapter and has a passion for mentoring and coaching Demand Planners. She holds an MBA, Logistics, Materials and Supply Chain, from Bryant University.
Hanumat Sastry MV
Hanumat Sastry MV
Britannia Industries Ltd

Senior Purchasing Manager
Sastry has been practicing supply chain management for the last 20 years with experience across the Pharmaceutical and CPG industries, having worked in Planning, Procurement, Distribution and Cost Controls. He has worked in supply chain roles at Dr. Reddy’s, Britannia, Gillette, and SC Johnson. His expertise lies in managing the intersection of demand planning and financial planning, supply planning and optimization of manufacturing costs – skills which he applies in his current role as Senior Purchasing Manager for Britannia's supply planning function. Sasty holds a Bachelor’s in Electrical Engineering from Acharya Nagarjuna University in Andrah Pradesh, India, and is ASCM CPIM certified.
Marcos Borges
Marcos Borges
Nestlé

PMP, Demand and Supply Planning Expert
Marcos Borges is a supply chain professional with experience in across multiple industries, particularly Consumer Packaged Goods. Marcos joined Nestlé in 2005, leading several demand and supply planning projects in various different countries. Over the past three years, he has been working on the methodology to model the financial impact of the decisions done in each business function. Marcos holds a Bachelor’s in Electrical Engineering from Universidade Estadual de Campinas, Brazil, and an MBA from Fundação Instituto de Administração, also in Brazil.
Vanessa Charbel
Vanessa Charbel
Nufarm

Global Supply Chain Head
Vanessa is a supply chain professional with 15 years’ experience leading projects and improvements across planning, supply, demand, procurement, PMO, S&OP/IBP. She started her career as an S&OP specialist at Johnson & Johnson in Brazil, before moving into a supply chain management role. Then she took a role as Senior S&OP/IBP Manager at Mars before becoming a Supply Chain Manager at Nufarm. Vanessa is now Global Head of Supply Chain Planning at Nufarm where she is responsible for all aspects of demand, supply, and inventory planning. She holds a bachelor’s in international business from FAAP in Brazil, and an MBA from FGV, also in Brazil.
Sam Hanieh
Sam Hanieh
Signode

Director, Supply Chain
Sam is a Supply Chain leader who, over the past few years, has led Supply Chain teams responsible for Customer Service, S&OP, Inventory, Distribution, and Analytics. Sam started his career in planning and supply chain at Hub Group where he worked in various analyst roles, before becoming Logistics Systems Manager. He then moved to a supply Chain manager role at Panduit where he led the S&OP process. He is now Supply Chain Director at Signode, a multinational manufacturer of steel and plastic strapping. Here he leads the Supply Chain team, focusing on S&OP, Inventory, Warehousing, Logistics, and Analytics. He is also an adjunct professor at St. Francis University. He holds a degree in Business Administration of the University of Chicago and an MBA from Saint Xavier University.
Hariharan Padmanabhan
Hariharan Padmanabhan
Target

Lead S&OP Analyst, Digital Team
Hariharan has worked in the supply chain management and technology space for over 10 years. He started his career at Amazon, joining their Operations Management Leadership program, before joining Target where he managed S&OP, planning and forecasting. Hari is a ‘Data Evangelist’ and has handled several data-focused projects in the retail world which leveraged data and system capabilities to drive informed business decisions. He holds a degree in Computer Science Engineering and an MBA in Supply Chain management, as well as certifications in quality, production and inventory management.
Mark Lawless, ACPF
Mark Lawless, ACPF
Institute of Business Forecasting & Planning

Senior Consultant
Mark has held senior management and C-level positions at several companies across multiple industries. His experience covers manufacturing operations, product development, sales, finance, and marketing. Mark is a long-time affiliate of the Institute of Business Forecasting, having served in advisory roles and delivering training to many companies worldwide. He is the recipient of IBF's 2016 Lifetime Achievement in Business Forecasting & Planning Award. He holds an undergraduate degree in Economics, and graduate degrees in Economics, Finance, and Accounting from Southern Illinois University (Edwardsville), Washington University (St. Louis), Boston College, and Bentley College. He is IBF ACPF certified.
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    Why Attend

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    Pre-Conference Workshop

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Reserve Your Space Without Obligation

This event was very informative and there were great ideas presented that I will be using to improve our forecasting process.
Barbara Thomas, Demand Planning Manager, Ecolab, Inc.

This virtual conference is designed for Finance, FP&A and all other planning professionals looking to drive value in their organization through improved financial and forecasting and collaborative planning. With a range of expert speakers from leading companies, you’ll gain practical insight into forecasting best practices, Finance’s role in S&OP/IBP, and the core concepts and processes underlying S&OP/IBP. You’ll come away with the knowledge to drive enterprise-wide benefits that include improved P&L forecasts and operating performance forecasts, balancing supply and demand, inventory management, operational efficiency, and more.

Why YOU should Attend:

  • Learn best practices in financial forecasting and planning
  • Improved P&L and operating performance forecasts
  • Drive financial performance with fundamental and advanced forecasting
  • Manage risk and improve your company’s bottom line
  • See how leading companies leverage strategic planning and long-term forecasting
  • Learn how FP&A fits into the S&OP/IBP process
  • Learn the importance of Finance's Role in effective S&OP
  • Practical insight from leading FP&A, forecasting and planning professionals
Event Speakers
Show all Speakers
Todd Gallant, ACPF
Crocs
Vice President of Global Planning
Deepak Jose
Mars Inc.
Global Director, Demand Analytics
Lori Anter, CPF
Cardinal Health
Director, Demand Planning
Virtual Conference Schedule
Download Schedule (PDF, ~2mb)
  • Pre-Conference Workshop
    Jun 16, 2021
  • Conference Day 1
    Jun 17, 2021
  • Conference Day 2
    Jun 18, 2021
June 16, IBF Members Only
10:00 AM - 1:00 PM (EDT)
Fundamentals of Business Forecasting & Planning Workshop with an FP&A Perspective

ROLE OF FORECASTING IN THE ORGANIZATION

• Benefits and its impact on management decisions, financial performance, supply chain, financial plans, and company budgets

• Responsibilities/accountabilities of individuals involved

• Reaching consensus and getting executive buy-in

• How forecasting relates to business planning, financial management processes, and other business decisions

• Cross-functional participation and the risk of bias in forecasts


DATA MANAGEMENT AND DATA CLEANING

• Data identification and definition

• Structure of time series data and its impact on revenue, inventory, inventory turns, and related accounting reserves, e.g. sales returns, safety stock, and excess and obsolete inventory write-offs

• Data collection and analysis

• Identifying and adjusting for anomalies and outliers


FORECAST ERROR MEASUREMENT

• Importance of error measurement and analysis – financial and non-financial

• Sources and remediation of error

• Interpretation and application of error metrics, and their relationship to key financial metrics, e.g. return on assets, gross margins, balance sheet metrics, and EBITDA

• Mean Absolute % Error (MAPE)

• Weighted Mean Absolute % Error (WMAPE)

• Error analysis and contributing factors, and cost of error and its effects on revenue and profit


HOW TO FORECAST WITH TIMES SERIES MODELS –The most widely used method of short-term forecasting

• Importance of pattern identification and variation

• Time series model identification and development

• When to use time series models

• Advantages and disadvantages of time series methods

• Event adjustments and when to use them

• Underlying assumptions and impacts on department and company financial performance – P&L and balance sheet

• Widely used time series methods – averages, naïve model, exponential smoothing, decomposition, trend, seasonal, and other time series methods


REGRESSION ANALYTICS – Longer-term forecasting and evaluating business drivers and causes of variation in demand.

• An overview of Regression Analysis and its applications

• Advantages and disadvantages

• Application in estimating effects of promotions, pricing, advertising, and other program actions which affect revenue streams, profitability and EBITDA


NEW PRODUCT FORECASTING – Forecasting over longer time periods with greater unknowns

• Challenges of New Product Forecasting and Financial Hurdle Rates in determining acceptable New Product initiatives

• Product lifecycle structure, estimation, and related financial proforma performance expectations

• Qualitative forecasting methods and uses

• Overview of Quantitative and Qualitative forecasting methods

• Expected error, accuracy, and its impact on the company P&L, Balance Sheet, Financial Ratios, and EBITDA

author
Mark Lawless, ACPF
Institute of Business Forecasting & PlanningSenior Consultant
Pricing
Onsite Rate
(Expires in now)
SILVER PACKAGE
$499

Member’s discount: -$50

GOLD PACKAGE
$749
4TH FREE - GOLD GROUP PACKAGE
(4 PERSONS FOR PRICE OF 3)
$2,247
GOLD CERTIFY PACKAGE
$1,999
GOLD GROUP PACKAGE
(2 PERSONS)
$1,448
SILVER GROUP PACKAGE
(2 PERSONS)
$948
FUNDAMENTALS OF FORECASTING & PLANNING WORKSHOP
(FREE FOR REGISTERED IBF MEMBERS)
$649

Member’s discount: -$50

VIRTUAL FINANCIAL FORECASTING CONFERENCE
JUNE 17-18, 2021
FUNDAMENTALS OF FORECASTING & PLANNING WORKSHOP
(FREE FOR REGISTERED IBF MEMBERS) | JUNE 16, 2021
ACCESSS TO ALL SESSION RECORDINGS ON-DEMAND
(3 MONTHS)
ALL PRESENTATION SLIDES
BENCHMARKING RESEARCH
JOURNAL OF BUSINESS FORECASTING
(JBF)
IBF MEMBERSHIP
CPF CERTIFICATION EXAMS
3 EXAMS
BOOK: FUNDAMENTALS OF DEMAND PLANNING & FORECASTING
(FREE SHIPPING)
COST OF FORECAST ERROR CALCULATOR
BUILD BUSINESS CASE FOR PLANNING RESOURCES

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Sponsors
Exhibitors
  • Pomerol/Qlik
Put the IBF to Work for You!

Become an IBF Member and Start Improving Your Forecasting & Planning Performance Today.

The IBF Advantage:

IBF members include well-known company professionals that span a broad array of business sectors. By joining our organization, you can make certain that your company sets up the right forecasting & planning process and uses the best techniques available. Moreover, you can be sure that your forecasting and demand planning staff has the proper knowledge and skill set for success.

As an IBF member you receive:

  • A subscription to the Journal of Business Forecasting, which is primarily written by and geared toward practitioners.
  • Our Research Reports which include valuable benchmarking information and provide you with eye opening information on various topics in Business Forecasting and Planning.
  • Special discounts on our Conferences, Workshops, Training Seminars, Certification Program, as well as on any new products and services we will offer in the future.
  • Access to Journal of Business Forecasting Past Articles (FREE)Access to our growing online Knowledge section & Action Templates
  • Complimentary 1-day Tutorials at select Global events ($1000 USD Value)
Upcoming Events & Trainings
October 19 – 22, 2021
Orlando, Florida USA
w/ Leadership Forum & Forecasting & Planning Tutorial...
October 20, 2021
Orlando, Florida USA
Business Planning, Forecasting & S&OP/ IBP...
NOVEMBER 10-12, 2021
Online
w/ Hands-On Predictive Analytics and Use Of Big Data Workshop...